The Initial Consultation Process for Ruggiero Law Offices LLC

At Ruggiero Law Office, we look forward to helping you and your family protect what matters. We also understand how important it is for our office to be convenient to you. Our main office is located in Paoli, PA but we also have a satellite office in Saucon Valley. Consultations are also available at hospitals, care facilities, and even in your home.

Scheduling an Appointment

When you call to schedule an appointment with our law firm, you will speak with Beth Ruggiero or Jackie Springman, the Client Service Team. This call is important for you to discuss your situation and for us to listen to your concerns. If we feel that there is a match between your need and the services that we provide, Beth or Jackie will work with you to set a time and a place for your meeting with one of our attorneys.

The charge for the consultation is $350 and it is important to know why. “Free” is good, but some things aren’t free for a reason. Our attorneys have over 30 years of combined experience in assisting our clients with estate planning and elder law issues. Our consultations are designed as an opportunity to specifically sort through your situation and come up with a plan on how to deal with the issue. The initial meeting is not a sales meeting, but rather a productive working meeting that is focused exclusively on your particular concerns. The consultation may even help you to determine that you do not need the assistance of an attorney. However, by investing in a productive consultation, you are investing in knowledge, attentive and tailored legal assistance.

Preparing for the Initial Meeting

After scheduling your appointment, you will receive a Welcome Packet which contains information that is tailored to your situation and includes a questionnaire for you to fill out and return to our office prior to the meeting. This is an important first step so that our time together can be productive in finding a solution that applies to your situation. You may also receive a call with request for additional information that may be helpful at the meeting.

Initial Meeting

A typical first meeting in our office lasts between 60-90 minutes depending on the complexity of the issues involved. It is very important that everyone who is involved in the decision making process is available for the meeting so that decisions can be made and the proper strategy be put in place for your family. If anyone cannot attend the meeting in person, please call Beth or JoAnn to coordinate a phone conference.

After gathering the facts, the attorney will then talk about some solutions to remedy your situation and what steps need to be taken. They will also discus the costs involved so that you have a clear picture of how to proceed.

When you choose to retain Ruggiero Law Offices to assist you in any matter, we will provide you with an engagement letter that describes the details of how we will work together, what we will accomplish, as well as the financial arrangements. Once payment and your signed agreement are received, work will begin immediately.